Partnering with L&D - Participant Guide PDF

Common Considerations of training ================================= WHEN IS TRAINING **[not]** THE Answer? - **Basic Job Knowledge for Experienced Staff** A long-term employee does not require additional training on tasks they are already proficient in. - **Use of Personal Technology...

Common Considerations of training ================================= WHEN IS TRAINING **[not]** THE Answer? - **Basic Job Knowledge for Experienced Staff** A long-term employee does not require additional training on tasks they are already proficient in. - **Use of Personal Technology** Employees are expected to use their personal devices for personal tasks, which does not require county-provided training. - **Routine Administrative Procedures** No training is needed for staff who already perform routine administrative duties daily, such as scheduling or filing. - **Self-Directed Learning for Professional Development** Employees choose to independently pursue certifications or courses outside of county-specified training programs. - **Situations Where Tasks Are Self-Explanatory** Employees are required to use a standard tool or form that is intuitive and does not necessitate formal training. WHEN IS TRAINING THE Answer? - **Compliance with Updated Regulations** Training is required to ensure all staff understand changes to local, state, or federal laws that affect their work. - **Leadership Development for Managers** A training program is necessary to develop leadership skills for newly promoted supervisors. - **New Internal Policies or Best Practices** Employees may need training to enhance their understanding of best practices in the workplace and community. - **New Software Implementation** Employees need training on a newly adopted system for managing county records. - **Customer Service Improvement** Training is required for staff interacting with the public to improve communication and service delivery skills **[COMMON INTAKE QUESTIONS/TOPICS]** **What to ask prior to developing training:** 1. What is the behavior we need to see? Who do we need to see it from? 2. What is the reason it's not currently happening? 3. If we see this behavior happening, what will change at MCDPH / how will we know it's happening? 4. What other solutions have been tried / are happening currently? - **[IF training is considered:]** 1. Who has the subject matter expertise? 2. Who has identified the need for this behavior? Who else supports this? 3. When does this behavior need to start? Does everyone need all the information all at once, or can it be rolled out in phases? **Learning & Development Customer Agreement** +-----------------------------------+-----------------------------------+ | **PROJECT NAME:** | Throwing the Perfect Party for a | | ================= | Goldfish | +-----------------------------------+-----------------------------------+ +-----------------+-----------------+-----------------+-----------------+ | **Sponsor | *[\*Note:]{.und | **Div/Adm/Pgm:* | CFO | | Name:** | erline} | * | | | | make sure the | | | | | Sponsor is | | | | | someone who has | | | | | multi-divisiona | | | | | l | | | | | influence that | | | | | can step in and | | | | | help move | | | | | things along | | | | | when needed* | | | | | | | | | | David Wallace | | | +=================+=================+=================+=================+ | **Owner Name | Dwight Schrute | **Div/Adm/Pgm:* | Regional | | (Requester):** | | * | Manager | +-----------------+-----------------+-----------------+-----------------+ | **Project Lead | Jim Halpert | **Div/Adm/Pgm:* | Sales Team | | Name (Requester | | * | | | Designee):** | | | | +-----------------+-----------------+-----------------+-----------------+ | **Subject | - **Lead | **Div/Adm/Pgm:* | Regional | | Matter Expert | SME:** | * | Manager / | | Name:** | Michael | | Accounting | | | Scott | | | | | | | | | | | | | | | | | | | | - Oscar | | | | | Martinez | | | | | | | | | | *\*The Lead SME | | | | | will have the | | | | | final say in | | | | | content | | | | | approved.* | | | +-----------------+-----------------+-----------------+-----------------+ | **Project | Molly McNamara | | | | Manager | | | | | (Learning & | | | | | Development):** | | | | +-----------------+-----------------+-----------------+-----------------+ | **Instructional | Ashley Freiwald | | | | Designer | | | | | /Trainer | | | | | (Learning & | | | | | Development):** | | | | +-----------------+-----------------+-----------------+-----------------+ | **Approval | 12/02/2024 | | | | Date:** | | | | +-----------------+-----------------+-----------------+-----------------+ | **Service | Version 1.0 | | | | Agreement | | | | | Version:** | | | | +-----------------+-----------------+-----------------+-----------------+ +-----------------------------------+-----------------------------------+ | **DESCRIPTION OF AGREED UPON SERV | | | ICES:** | | | ================================= | | | ======= | | +===================================+===================================+ | **Project Purpose & Intent** | Last year for Goldy the | | | Goldfish\'s birthday, the Party | | What is the reason for this | Planning Committee threw a | | project? | horrible birthday party. The | | | decorations were ugly, the party | | | went way over budget, and when | | | Goldy\'s tank light went out, | | | everyone panicked. Goldy's human, | | | Michael Scott, was very upset | | | about how the party unfolded. | | | | | | This year, we want the Party | | | Planning Committee to be able | | | plan the perfect birthday party. | | | Specifically, we want them to be | | | able to make a budget, provide | | | creative decorations, and | | | collaborate with others on | | | additional needs such as food, | | | drinks, music, and games. | | | | | | The Party Planning Committee will | | | be working with a \$200 budget | | | and will need to be able to do: | | | | | | - Party planning | | | | | | - Budgeting and time management | | | | | | - Party crisis management | +-----------------------------------+-----------------------------------+ | **Requirements** | To accomplish the intent of this | | | project, the following | | What regulations or deliverables | deliverables will be created and | | must | distributed to the customer: | | | | | be met? What is | - Party planning microlearning | | | | | within scope? | - Budget and time management | | | microlearning | | | | | | - Party crisis management | | | microlearning | +-----------------------------------+-----------------------------------+ | **Outside of Scope** | - Party planning will be scaled | | | for planning small birthday | | Elements that are intended NOT to | parties, not large events of | | be impacted or affected by this | more than 20 people | | project? | | | | - Party crisis management will | | | be solely based on creating | | | contingencies for parties, | | | not for office emergency | | | procedures | +-----------------------------------+-----------------------------------+ | **Risks & Constraints** | **Risk / Constraint Description | | | ** | | What limiting factors might/will | | | impact project success? How will | | | we | **Mitigation Strategy** | | | ------------------------------- | | mitigate these? | --------------------------------- | | | --------------------------------- | | | --------------------------------- | | | -------------------------------- | | | --------------------------------- | | | --------------------------------- | | | --------------------------------- | | | --------------- | | | Any of the Design Team that tak | | | e sick time or PTO. | | | | | | | | | Ensure that at least one of one | | | member of the Design Team is avai | | | lable to the Project Team during | | | all key touchpoints and deliverab | | | le deadlines. | | | Delay in development due to a c | | | ommunication breakdown if all the | | | members of the team are not rela | | | yed updates in a timely manner. | | | | +-----------------------------------+-----------------------------------+ +-----------------------------------+-----------------------------------+ | **EXPECTED RESULTS/OUTCOMES:** | | | ============================== | | +===================================+===================================+ | **Business Goal Statement** | Foster innovative thinking and | | | collaboration within the Party | | What is the Business Goal of this | Planning Committee while | | Project? | improving participants\' ability | | | to manage limited resources for | | | party planning under time | | | constraints. | +-----------------------------------+-----------------------------------+ | **Objectives** | As a result of this project, the | | | Party Planning Committee will be | | What is the project expected to | able to\... | | achieve? | | | | - Make a budget | | | | | | - Provide Creative Decorations | | | | | | - Collaborate with one another | | | on additional needs such as | | | food, drinks, music, and | | | games | +-----------------------------------+-----------------------------------+ +-----------------------------------+-----------------------------------+ | **METHOD(S) TO EVALUATE OR MEASUR | | | E SUCCESS:** | | | ================================= | | | ============ | | +===================================+===================================+ | **Success Criteria** | The Party Planning Committee: | | | | | The project will | - Understands the key elements | | | to planning the perfect party | | be considered successful when: | | | | - Successfully stay within the | | | \$200 budget | | | | | | - Collaborate to meet tight | | | party planning deadlines | | | | | | - Make Michael Scott happy | +-----------------------------------+-----------------------------------+ | **How will we evaluate or measure | - Provide a post-course survey | | the success(es)?** | to the Party Planning | | | Committee to measure their | | | level in confidence with | | | planning parties after taking | | | the course | | | | | | - Provide a follow-up survey to | | | Michael Scott and party | | | attendees to measure how much | | | they enjoyed the party | +-----------------------------------+-----------------------------------+ +-----------------------------------+-----------------------------------+ | **ASSIGNED RESPONSIBILITIES** | | | (Include the resources each will | | | provide to the project.) | | +===================================+===================================+ | **Sponsor:** | Provide initial approval to | | | beginning this project, including | | | the business goal and audience. | | | Provide final sign off on the | | | course following the pilot. If | | | sponsor prefers, may also review | | | the blueprint, storyboard, and | | | prototype prior to launch. | +-----------------------------------+-----------------------------------+ | **Owner (Requester):** | Approve the proposed format, | | | including on-the-job and learning | | | objectives in the course | | | blueprint. Review and approve the | | | storyboard prior to L&D beginning | | | development of the prototype. | | | Champion the project with | | | leadership. Provide approval on | | | the prototype prior to pilot. | | | Provide approval on final product | | | to take to Sponsor. | +-----------------------------------+-----------------------------------+ | **Project Lead (Requester | Coordinate communication between | | Designee):** | all parties, including scheduling | | | meetings, sending project status | | | communication, and maintaining | | | timelines. If timelines need to | | | be adjusted, coordinate with all | | | parties on the new timelines. | | | | | | Identify 6-10 class pilot | | | participants to take the course | | | and provide feedback. | +-----------------------------------+-----------------------------------+ | **Subject Matter Expert(s):** | \*Lead SME will give final | | | approval of all SME related | | | content. | | | | | | Meet with L & D team for | | | introduction to the blueprint. | | | Complete the blueprint's | | | objectives and topics/key points | | | columns. Upon completion of the | | | topics/key points columns, meet | | | with L & D team for | | | considerations of what needs to | | | remain in the course and what | | | could be supplement and/or | | | resource information. Meet with L | | | & D team for introduction to the | | | storyboard. Compete the | | | storyboard, including information | | | for Rise. Throughout the project, | | | consult with other stakeholders | | | for content and accuracy. | +-----------------------------------+-----------------------------------+ | **Project Manager (Learning & | Provide resources, i.e. | | Development):** | blueprint, storyboard, etc. Meet | | | with the Design Team as scheduled | | | for review and recommendations. | | | Coordinate L&D team member to | | | build the course in Rise, and | | | coordinate launch in Workday. | | | Supply link to pilot participants | | | and gather pilot participant | | | feedback. Meet with project team | | | regarding any recommended edits | | | from the pilot. | +-----------------------------------+-----------------------------------+ | **Instructional Designer /Trainer | Develop resources, i.e. | | (Learning & Development):** | blueprint, storyboard, etc. | | | Supply link to pilot participants | | | and gather pilot participant | | | feedback. Meet with project team | | | regarding any recommended edits | | | from the pilot. | +-----------------------------------+-----------------------------------+ +-----------------------------------+-----------------------------------+ | **TIME FRAMES:** | | | ================ | | +===================================+===================================+ | **Anticipated Project** | 12/09/2024 | | | | | **Start Date:** | | +-----------------------------------+-----------------------------------+ | **Anticipated Project** | 03/31/2025 | | | | | **Delivery Date:** | | +-----------------------------------+-----------------------------------+ | **Milestones that must be met and | | | their projected due dates:** | | | | | | **Milestone** | | | | | | **Time Needed** | | | | | | **Planned Completion Date** | | | **Person Responsible** | | | ------------------------------- | | | --------------------------------- | | | ----------- --------------------- | | | --------------------------------- | | | --- ----------------------------- | | | -------------------------------- | | | -------------------------- | | | **Completed Customer Agreement* | | | * | | | *1 day* | | | | | | TBD | | | Project Manager (Learning & Deve | | | lopment) | | | **Objectives developed and appr | | | oved by SME, Project Lead** | | | *1 meeting / e-mail a | | | pproval* | | | TBD | | | Project Manager (Learning & Deve | | | lopment) | | | **Blueprint Development Meeting | | | with SMEs (need to know/record c | | | ontent)** *1-2 meetings, min 1 | | | hour each* | | | TBD | | | Project Manager (Learning & Deve | | | lopment) coordinates | | | **Blueprint developed/shared wi | | | th Project Lead and SME** | | | *3-day development fo | | | llowed by 1 meeting 45-60 minutes | | | * TBD | | | Instructional Designer /Trainer | | | (Learning & Development) | | | **...and so on.** | | | | | | | | | | | | | | | | | +-----------------------------------+-----------------------------------+ **PROJECT APPROVAL(S)**: The Sponsor and MCDPH Learning & Development Supervisor must approve the Customer Agreement and project plan prior to the start of the project. Approvals may be either in written or electronic form. **AMENDED CUSTOMER SERVICE AGREEMENT:** In the event the scope of work, resources, or timelines need to be changed, an amendment to this agreement may be made. Signature of Project Sponsor Date Approved Signature of Learning & Development Supervisor Date Approved **Amendment Log:** ================== ------------- ---------- --------------------------- -------------------------------------------------------------------------- **Version** **Date** **Description of Change** **Requester/Implementer** (who asked for the change/who made the change) ------------- ---------- --------------------------- -------------------------------------------------------------------------- **Amendment Approval:** ---------- ---------- --------------- ---------- **Role** **Name** **Signature** **Date** ---------- ---------- --------------- ---------- ---------------------- **Additional Notes** ---------------------- **Appendix A** ============== **Additional Considerations for Overall Success Outside of L&D** +-----------------------------------+-----------------------------------+ | **COMMUNICATIONS & MARKETING PLAN | | | :** | | | ================================= | | | === | | +===================================+===================================+ | How will this learning solution | | | be communicated and marketed? | | | Consult with the MCDPH | | | Communications and Marketing team | | | for help with this process. | | +-----------------------------------+-----------------------------------+ +-----------------------------------+-----------------------------------+ | **CHANGE MANAGEMENT PLAN** | | | ========================== | | +===================================+===================================+ | Training is just one element | - Awareness: | | necessary in achieving behavior | | | change. What is your change | - Desire: | | management plan? Be sure to | | | decide how you will make your | - Knowledge: | | audience aware of the change, how | | | to build desire in them to make | - Ability: | | the change, how to give them the | | | knowledge and ability they need | - Reinforcement: | | to make the change (that\'s where | | | this learning solution fits in), | | | and how to reinforce the change. | | | Consult with MCDPH change | | | practitioners if you need | | | assistance with this process. | | +-----------------------------------+-----------------------------------+ [**Course Blueprint** ]{.smallcaps} [Party Planning Microlearning I: Budget and Time Management]{.smallcaps} +-----------------------------------+-----------------------------------+ | **Course Goal:** | Foster innovative thinking and | | | collaboration within the Party | | *What is the Business Goal of | Planning Committee while | | this training?* | improving participants\' ability | | | to manage limited resources for | | | party planning under time | | | constraints. | +===================================+===================================+ | **Course Description:** | "Have a great budget, but don't | | | know where to start with | | *This will be published in | planning? This microlearning will | | Workday -- the audience for this | take you through some essentials | | description is the learner.* | for budget and time management | | | that will assist you in planning | | | the ultimate party." | +-----------------------------------+-----------------------------------+ | **Target Audience:** | Party Planning Committee | | | | | *Who is this training for?* | | +-----------------------------------+-----------------------------------+ | **Delivery Method:** | Online, self-led microlearning | | | | | *(In-person,*\ | | | *Online/Self-Led, Other)* | | +-----------------------------------+-----------------------------------+ | **Requirements / Prerequisites:** | Microlearning series that | | | includes: | | *Is this a standalone course? Or | | | will it be a part of a | - Party planning | | curriculum?* | | | | - Budget and time management | | *Also, is there another | | | course/curriculum that would | - Party crisis management | | provide a great foundation for | | | the learner going into this | | | course?* | | +-----------------------------------+-----------------------------------+ | **Frequency:** | Take as needed | | | | | *How often do learners need to | | | take it?* | | +-----------------------------------+-----------------------------------+ | **Terminal (On the Job) | **The Party Planning Committee | | Objectives:** | will be able to:** | | | | | *What is the behavior that you | 1. Create and stay within a | | want learners to be able to do | budget. | | the job?* | | | | 2. Apply time management skills | | | when working under time | | | constraints. | +-----------------------------------+-----------------------------------+ | **Enabling (Classroom) | **The learner will be able to:** | | Objectives:** | | | | | | *What are specific steps that you | | | want learners to take to | | | accomplish the behavior?* | | +-----------------------------------+-----------------------------------+